+55.6%
VFC vs CPB
-18.4%
+74.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.9% | -1.5% | +2.8% |
| 7D | +21.5% | +13.0% | +8.5% | +17.6% |
| 30D | +46.7% | +20.5% | +26.2% | +39.6% |
| 3M | +38.4% | +2.2% | +36.2% | +37.1% |
| 6M | +15.2% | +15.4% | -0.2% | +9.8% |
| YTD | +17.8% | -12.3% | +30.1% | +19.0% |
| 1Y | +55.6% | -18.0% | +73.5% | +62.9% |
| All | +55.6% | -18.4% | +74.0% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CPB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling